Investment Analyst (Entry-Level)

Responsibilities:

• Assist in conducting fundamental research on multiple assets, such as Stocks\Bonds\Hedge Funds to support investment decision-making.
• Perform financial modeling, valuation (DCF, peer multiples), and quantitative analysis on target companies and market opportunities.
• Prepare comprehensive investment memos, pitch decks, and performance reports for the Portfolio Manager and the Investment Committee.
• Provide timely portfolio updates and investment recommendations to the Portfolio Manager.
• Support capital raising, fundraising, and investor relations activities as needed.
• Participate in ad hoc investment projects, due diligence, and industry research assignments.

Requirements:

• Bachelor’s degree in Finance, Economics, Accounting, Financial Engineering, or a related discipline.
• Fresh graduates or candidates with up to 2 years of relevant experience or internship exposure in financial institutions/brokerages are welcome.
• High standard of integrity, ethics, and intellectual curiosity with strong analytical and quantitative skills.
• Ability to react rapidly and manage urgent tasks. Multi-tasking competence under time pressure.
• Solid understanding of financial statements, valuation techniques, and market dynamics.
• Strong proficiency in Excel (financial modeling), PowerPoint, and financial database tools (e.g., Bloomberg, Wind).
• Passed or currently pursuing CFA Level 1 is highly preferred.
• Excellent command of written and spoken English and Putonghua (Mandarin).